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JPMorgan Chase

4,664 hedge funds and large institutions have $496B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 622 funds opening new positions, 1,712 increasing their positions, 1,936 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 622 | Existing positions closed: 84

28% more funds holding in top 10

Funds holding in top 10: 622798 (+176)

16% more capital invested

Capital invested by funds: $428B → $496B (+$68.2B)

11% more funds holding

Funds holding: 4,2014,664 (+463)

1.01% more ownership

Funds ownership: 71.67%72.68% (+1%)

12% less repeat investments, than reductions

Existing positions increased: 1,712 | Existing positions reduced: 1,936

22% less call options, than puts

Call options by funds: $8.24B | Put options by funds: $10.6B

Holders
4,664
Holders Change
+463
Holders Change %
+11.02%
% of All Funds
61.43%
Holding in Top 10
798
Holding in Top 10 Change
+176
Holding in Top 10 Change %
+28.3%
% of All Funds
10.51%
New
622
Increased
1,712
Reduced
1,936
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
2726
Moment Partners
California
$1.87M +$1.82M +7,794 New
CVM
2727
Cheviot Value Management
California
$1.87M -$28.6K -123 -2%
PRP
2728
Peak Retirement Planning
Ohio
$1.86M +$3.13M +13,433 New
WDC
2729
Woodward Diversified Capital
California
$1.86M -$877K -3,766 -33%
SC
2730
Stephens Consulting
Michigan
$1.86M -$1.17K -5 -0.1%
CNBT
2731
Cornerstone National Bank & Trust
Illinois
$1.85M +$9.78K +42 +0.5%
EFA
2732
Edge Financial Advisors
Illinois
$1.85M +$6.99K +30 +0.4%
Balyasny Asset Management
2733
Balyasny Asset Management
Illinois
$1.85M -$1.3M -5,582 -42%
CP
2734
Covenant Partners
Tennessee
$1.85M -$1.17K -5 -0.1%
TC
2735
Trilogy Capital
California
$1.85M +$34.2K +147 +2%
OL
2736
OneFund LLC
Florida
$1.85M +$51.9K +223 +3%
AWG
2737
Altus Wealth Group
Colorado
$1.84M -$1.86K -8 -0.1%
GPI
2738
General Partner Inc
Pennsylvania
$1.84M
GCP
2739
GSA Capital Partners
United Kingdom
$1.84M +$855K +3,672 +92%
ACA
2740
Atlas Capital Advisors
Wyoming
$1.83M +$69.6K +299 +4%
CAG
2741
Centerpoint Advisory Group
Kansas
$1.83M +$1.78M +7,649 New
SOS
2742
Silver Oak Securities
Tennessee
$1.83M -$8.85K -38 -0.5%
LOIP
2743
Live Oak Investment Partners
Texas
$1.83M
SAM
2744
SignalPoint Asset Management
Missouri
$1.83M +$233 +1 +0%
AAIM
2745
Asset Advisors Investment Management
Georgia
$1.83M +$36.8K +158 +2%
ACM
2746
Armbruster Capital Management
New York
$1.82M -$279K -1,197 -14%
FM
2747
Freemont Management
Switzerland
$1.82M
DFS
2748
Dixon Fnancial Services
California
$1.82M -$3.73K -16 -0.2%
CSPIA
2749
Cary Street Partners Investment Advisory
Virginia
$1.82M -$22.4M -96,071 -93%
TWM
2750
Thrive Wealth Management
Pennsylvania
$1.82M -$13.3K -57 -0.7%